 VanEck ETF信托SMH |
| 11.43% | 7.49% | $5,247.1万 | 8.0万股 | $843.2万 | 2.2万股 | +5.8万股+263.64% | 加仓 |
| C花旗集团C |
| 7.17% | — | $3,289.5万 | 23.5万股 | $0 | 0股 | +23.5万股 | 新买入 |
 高盛GS |
| 6.82% | — | $3,132.3万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 6.51% | 0.24% | $2,989.6万 | 4.0万股 | $27.3万 | 420股 | +4.0万股+9,423.81% | 加仓 |
 GLOBAL PMTS COMGPN |
| 6.07% | — | $2,787.1万 | 38.4万股 | $0 | 0股 | +38.4万股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 5.57% | — | $2,558.6万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 美国电力AEP |
| 5.54% | — | $2,544.1万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 英伟达NVDA |
| 5.47% | — | $2,511.9万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 埃克森美孚XOM |
| 5.34% | — | $2,451.0万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 3.77% | — | $1,729.5万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 2.91% | 0.79% | $1,337.0万 | 12.3万股 | $88.7万 | 1.3万股 | +11.1万股+884.80% | 加仓 |
 谷歌AGOOGL |
| 2.69% | 7.96% | $1,235.0万 | 3.5万股 | $895.1万 | 3.1万股 | +3,430股+11.02% | 加仓 |
 美光科技MU |
| 1.64% | — | $752.5万 | 6,519股 | $0 | 0股 | +6,519股 | 新买入 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.58% | 16.42% | $724.8万 | 8.0万股 | $1,847.6万 | 23.1万股 | -15.1万股-65.34% | 减仓 |
 英特尔INTC |
| 1.02% | — | $466.0万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| SSANDISK COMSNDK |
| 0.99% | — | $456.6万 | 2,008股 | $0 | 0股 | +2,008股 | 新买入 |
 ARGENX SPONSORED ADRARGX |
| 0.89% | — | $407.5万 | 4,392股 | $0 | 0股 | +4,392股 | 新买入 |
 印孚瑟斯INFY |
| 0.84% | — | $385.1万 | 36.7万股 | $0 | 0股 | +36.7万股 | 新买入 |
 卡特彼勒CAT |
| 0.82% | — | $376.9万 | 3,539股 | $0 | 0股 | +3,539股 | 新买入 |
 AXSOME THERAPEUTICSAXSM |
| 0.74% | 2.46% | $338.5万 | 1.4万股 | $277.2万 | 1.6万股 | -2,570股-15.67% | 减仓 |
 InsmedINSM |
| 0.7% | 1.02% | $321.7万 | 3.0万股 | $114.8万 | 7,018股 | +2.3万股+329.89% | 加仓 |
 联合健康UNH |
| 0.69% | 1.25% | $318.2万 | 7,657股 | $141.1万 | 5,216股 | +2,441股+46.80% | 加仓 |
 布鲁克BRKR |
| 0.69% | — | $317.6万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.69% | 0.55% | $314.9万 | 5,865股 | $62.4万 | 1,192股 | +4,673股+392.03% | 加仓 |
| TTRAVERE THERAPEUTICSTVTX |
| 0.68% | — | $313.1万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 HUMANA COMHUM |
| 0.68% | — | $311.4万 | 7,839股 | $0 | 0股 | +7,839股 | 新买入 |
 礼来LLY |
| 0.67% | 0.36% | $305.6万 | 2,548股 | $40.7万 | 442股 | +2,106股+476.47% | 加仓 |
 REVVITYRVTY |
| 0.66% | — | $303.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 PTC THERAPEUTICSPTCT |
| 0.66% | 2.4% | $300.8万 | 3.7万股 | $270.5万 | 4.0万股 | -2,828股-7.12% | 减仓 |
 艾伯维ABBV |
| 0.65% | — | $300.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| CCHEMED NEWCHE |
| 0.65% | — | $296.4万 | 6,365股 | $0 | 0股 | +6,365股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.64% | — | $294.1万 | 4,590股 | $0 | 0股 | +4,590股 | 新买入 |
 AGILENT TECHNOLOGIES COMA |
| 0.63% | — | $289.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 NeurocrineNBIX |
| 0.61% | 2.52% | $277.9万 | 1.6万股 | $284.0万 | 2.2万股 | -5,066股-23.50% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.61% | 0.69% | $277.8万 | 8.2万股 | $77.7万 | 2.6万股 | +5.6万股+217.74% | 加仓 |
| AASTERA LABSALAB |
| 0.56% | — | $255.7万 | 5,293股 | $0 | 0股 | +5,293股 | 新买入 |
 COOPER COSCOO |
| 0.54% | 0.37% | $249.1万 | 3.5万股 | $42.2万 | 5,896股 | +2.9万股+489.26% | 加仓 |
| TTWIST BIOSCIENCETWST |
| 0.45% | 0.57% | $208.7万 | 2.0万股 | $64.0万 | 1.3万股 | +6,811股+50.54% | 加仓 |
| Q高通QCOM |
| 0.45% | — | $205.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 ACADIA HEALTHCARE INACHC |
| 0.43% | — | $197.4万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 达维塔DVA |
| 0.39% | — | $179.0万 | 8,046股 | $0 | 0股 | +8,046股 | 新买入 |
 阿里拉姆制药ALNY |
| 0.37% | — | $168.2万 | 5,588股 | $0 | 0股 | +5,588股 | 新买入 |
| CCONCENTRA PARCON |
| 0.34% | — | $156.9万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 BioMarin制药BMRN |
| 0.34% | 2.45% | $154.7万 | 2.7万股 | $275.2万 | 4.9万股 | -2.2万股-44.50% | 减仓 |
 渤健BIIB |
| 0.32% | 0.77% | $147.7万 | 6,838股 | $86.3万 | 4,706股 | +2,132股+45.30% | 加仓 |
 OSCAR HEALTHOSCR |
| 0.32% | — | $145.8万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 泛林集团LRCX |
| 0.3% | — | $140.0万 | 3,230股 | $0 | 0股 | +3,230股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.3% | — | $136.4万 | 8,600股 | $0 | 0股 | +8,600股 | 新买入 |
| AAVANTORAVTR |
| 0.28% | — | $129.8万 | 13.1万股 | $0 | 0股 | +13.1万股 | 新买入 |
| RRAMBUS DELRMBS |
| 0.28% | — | $126.9万 | 9,559股 | $0 | 0股 | +9,559股 | 新买入 |
